Home  >   FAQs   >  How to access the Deal Health Feature?
FAQs in this section

How to access the Deal Health Feature?

Table of Contents
The Deal Health feature is only available after you install the Calculus extension from the Extension store.
Follow these steps to locate the Deal Health feature in Vtiger CRM:
  1. Login to your CRM account.
  2. Click the User Menu.
  3. Click Sales.
  4. Look for Pipeline Management.
  5. Click Deals.
  6. Click any Deal Record

The Deal Health section is available on the top right part of the screen as shown above.
Was this FAQ helpful?
0  out of  0  found this helpful.
Comments 0
Be the first to comment
© Copyright 2023 Vtiger. All rights reserved.